Investment Assistant

A Wealth Management / Financial Services firm is seeking a detail-oriented, client-focused Administrative Assistant to support a Financial Planner in investment management and group scheme benefits. The role involves delivering excellent client service through strong communication and efficient administrative support, including investment administration,...

A company in the Financial Services / Wealth Management sector is searching for an experienced Administrative Assistant to join their team in Somerset West. This permanent, full-time role involves providing client-centric administrative support to Financial / Investment Advisors, specifically dealing with investment administration instructions and...

My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors. admin|assistant|insurance|investment|secretary Main duties and responsibilities include: - Secretarial duties - scheduling meetings, general office administration, correspondence with clients...

bcomm|business development|commerce|graduate|investments The incumbent must have the aptitude to grasp and understand technical concepts on product and administrative matters as they will ultimately be providing guidance and training in respect of these. Main Responsibilities Include but not limited to: - Liaising with clients and assisting them in...

Reference: SW -AM-1 My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors. Duties & Responsibilities Main duties and responsibilities include: Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service...

Reference: SW -AM-1 My client, an elite financial services and investment concern located in Somerset West, is seeking to employ an administrator to their Financial Advisors. Duties & Responsibilities Main duties and responsibilities include : Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service...

My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors. - administration|insurance|junior secretary Main duties and responsibilities include: - Secretarial duties - scheduling meetings, general office administration, correspondence with clients and...

My client, and elite financial services and investment concern located close to the Somerset Mall, is seeking to employ an administrator to their Financial Advisors. administration|insurance Main duties and responsibilities include: - Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service...

Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers; - Filing, capturing client data, updating spreadsheets and word documents; - Follow-up all client transactions, implementation of new business etc; - Drawing statements from service providers and summarising client portfolio...

Leading financial services provider has an exciting opportunity for a Finance Officer to join their team. accounts|finance|financial services The Role: The Finance Officer is required to ensure that clients’ ledgers are kept current and that all relevant transactions are captured correctly. Regular revaluation of the investment policies is a key part of...